What We Do
Retirement and Investment Services for Every Stage
Retirement Protection & Income Strategies
Turn savings into dependable income and preserve what you’ve built with solutions designed to help manage risk, inflation, and market uncertainty.
Wealth Growth Strategies
Accelerate your portfolio with forward-thinking investments tailored to your life stage. Structured notes and custom allocation help you pursue more growth without following the usual playbook.
Structured Note Strategies
Structured notes replace traditional bonds to seek higher yields while buffering against volatility—a strategy that aims to help your portfolio grow in today’s markets.
Registered Index-Linked Annuities (RILAs)
RILAs offer growth potential with built-in protections—an alternative to bonds, designed for clients who want balance as retirement nears.
What to Expect From Our Process
We make financial planning simple and transparent, so you know what’s coming next.
Connect
Begin with a complimentary consultation—get clarity on your situation and options.
Discover
We complete a detailed needs assessment to map your goals and risk preferences.
Design
Receive a custom plan for your stage of life, using innovative tools and ongoing review.
Refine
Stay informed with regular updates, clear communication, and proactive adjustments.
Support
Reach out anytime—ICON Financial is your ongoing partner, not just a one-time service.
Get to Know Us
Grounded in Minnesota, Serving Clients Everywhere
ICON Financial is based in Bloomington and deeply connected to the Minneapolis–St. Paul and Prior Lake area, with local roots in communities like Eden Prairie, Minnetonka, Burnsville, and Edina. We proudly serve individuals and families across these cities and the entire Twin Cities metro, as well as clients throughout the United States through remote planning and review. Whether you're local or remote, growing or protecting your wealth, our approach remains focused on clarity, partnership, and your unique financial journey.
Common Questions About Our Services
Do you offer both growth and income strategies?
Yes, we serve both clients seeking aggressive growth and those transitioning to retirement income, always with a focus on your goals and preferences.
How do structured notes and RILAs work in your portfolios?
We use these as modern alternatives to bonds, aiming for growth and risk management. They’re matched to your needs based on your timeline and comfort with market movement.
Is every client’s plan the same?
No—every plan is custom-built, never off-the-shelf. We take time to learn your full story before making any recommendations.
What’s the first step to get started?
Request a complimentary consultation. We’ll discuss your goals and show how our approach can fit your life and retirement plans.
